Today's edition

The stories that changed the day.

The most consequential developments in technology and the world, selected against strict editorial criteria. Each is explained in twenty seconds.

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AIAnthropic12:52 AM

Why it mattersAnthropic's disclosed pilots show AI agents taking over design, manufacturing-record review, regulatory drafting and whole-company operations in drug development, which could reshape how biotechs are staffed and funded, though results are preclinical and self…

CompaniesThe Register12:30 AM

Why it mattersOracle will offer Google TPUs in OCI from 2027, the first hyperscaler outside Google to do so, which signals a loosening of Nvidia's grip on AI compute, though volumes and timing are unstated and the rest is routine product news.

You have reached the end of today's stories.

Companiesvia The RegisterToday · 12:30 AM

Big Red Partners With Google to Offer TPUs to AI Customers

Audio brief

What happened

Oracle said it will add Google's Tensor Processing Units (TPUs), Google's custom AI chips, to Oracle Cloud Infrastructure (OCI), and claims it will be the first major cloud platform outside Google's own to offer them.

Why it matters

The move points to an effort to reduce reliance on Nvidia, with which Oracle has signed deals worth tens of billions of dollars to equip its data centers, including a reportedly troubled Texas project involving Nvidia and OpenAI.

In detail

The chips will be selectable in OCI starting in 2027, with capacity growing over several years.

Oracle announced the plan at an event in Las Vegas, where it also detailed an expanded partnership with OpenAI.

It did not say how many TPUs will be available.

OCI president Mahesh Thiagarajan said different AI workloads have different compute needs, and that TPUs give customers more flexibility to pick infrastructure based on performance, throughput and cost.

Oracle also announced general availability of Nvidia Vera Rubin NVL72 systems and Nvidia Vera CPUs, with HGX Rubin NVL8 systems planned for an unspecified date.

Oracle also unveiled two OpenAI-linked products. Oracle AI Workspace uses ChatGPT plugins to make Oracle's business applications and data accessible to ChatGPT users, who can describe a goal and have the relevant Oracle tools assembled. Oracle AI Security Mesh is a managed service that uses OpenAI cybersecurity models to find vulnerabilities, test whether they can be exploited, and recommend fixes in the parts of a company's systems it is authorized to examine. Separately, Oracle will offer Snowflake's AI data cloud as a native OCI service, with Oracle handling pricing, discounts and billing, and customers able to use Oracle Universal Credits for it. Oracle recently reported record earnings for the quarter ending August 31, with revenue up 30 percent year over year, even as concerns persist about whether AI spending is delivering returns outside the tech sector.

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Big Red Partners With Google to Offer TPUs to AI Customers

Audio brief

What happened

Why it matters

In detail

The chips will be selectable in OCI starting in 2027, with capacity growing over several years.

Oracle announced the plan at an event in Las Vegas, where it also detailed an expanded partnership with OpenAI.

It did not say how many TPUs will be available.

Oracle also announced general availability of Nvidia Vera Rubin NVL72 systems and Nvidia Vera CPUs, with HGX Rubin NVL8 systems planned for an unspecified date.

Importance90out of 100High importance

An automated editorial system rates every story from 0 to 100 for its significance. Only stories above a strict threshold are published; the higher the score, the greater the importance.

VOICE COMMENTS0 comments

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Record a comment of up to 60 seconds. Others can listen now or later, and reply with their own.

Loading comments…

Anthropic Discloses Early Drug Development Work With Six Partners, Acquires

Big Red Partners With Google to Offer TPUs to AI Customers

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Anthropic Discloses Early Drug Development Work With Six Partners, Acquires

Big Red Partners With Google to Offer TPUs to AI Customers

The day's important stories, every morning